About this episode

Kaaren Hall discusses the benefits and strategies of self-directed IRA retirement investing.

Using retirement accounts to build wealth doesn’t have to mean handing everything over to Wall Street and hoping for the best. If you have an IRA or an old 401(k), you may be sitting on capital that could be used more strategically, buying real estate, holding precious metals, funding private deals, or even acting as the bank on a loan, all with powerful tax advantages. Today’s guest, Kaaren Hall of uDirect IRA Services, has helped investors self-direct over $1.3 billion in retirement assets, and literally wrote the book on it: The BiggerPockets Guide to Self-Directed IRA Investing. In this episode of Marketer of the Day, Kaaren breaks down what self-directed IRAs are, how they work, and why most account holders have never been told this is even an option, despite being IRS-approved for over 50 years. She explains how entrepreneurs and professionals can roll over old 401(k)s and IRAs into self-directed accounts and use them to invest in rental properties, multifamily syndications, private placements, promissory notes, cryptocurrency, and precious metals. If you’ve ever found a great deal but thought, “I don’t have enough cash to get into this,” Kaaren shows how your retirement…

People in this episode

Host: Robert Plank

Guest: Kaaren Hall

Topics covered

• self-directed IRA
• retirement investing
• wealth building
• real estate
• tax advantages
• financial freedom

Keywords

• self-directed IRA
• retirement accounts
• wealth building
• real estate investing
• tax advantages
• 401(k) rollover
• private placements

Mentioned in this episode

Organizations: uDirect IRA Services

Books & works: The BiggerPockets Guide to Self-Directed IRA Investing

More episodes of Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World

• 1617: AI Client Management & Voice-First CRM with Jan Levine · July 21, 2026 · 28 min
• 1616: Franchise Business in a Box Success Strategies with Dave Roemer · July 20, 2026 · 24 min
• 1615: Tax Planning and Asset Protection for Entrepreneurs with Todd Villarrubia · July 17, 2026 · 25 min
• 1614: Email Marketing Follow-Up that Builds Trust with Ely Delaney · July 16, 2026 · 45 min
• 1612: Transforming Busy Teams into High Performers with Chris Majer · July 14, 2026 · 23 min
• 1611: Trump Marketing Strategies for Entrepreneurs with Bryan Mattimore · July 13, 2026 · 32 min

Explore listener stats, chart rankings, contacts and more on the Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World podcast page.